βοΈ PackIA: Insurance
Compare, explain, and advise with total clarity
Direct answer: Compare, explain, and advise with total clarity This pack brings together 6 resources for Claude, ChatGPT Codex.
Policy comparisons in clear tables, advisory call scripts, documented claims analysis, and educational content that builds trust and qualified leads.
Included in the Esencial β $15
Plans are cumulative: the Pro Plan includes all Essential Plan packs, and the Complete Plan includes all packs (Essential + Pro). This pack unlocks with the Esencial ($15).
Buy with the Esencial ($15) Or build your custom plan
For Claude: the skills, MCP servers, prompts, and guides in this pack are used in conversation with Claude, which consults them while working with your files and connected services. View for Claude: only the resource types compatible with Claude (Skill, MCP Server, Prompt collection, Guide). The full pack has 6 resources.
Use cases
- A comparison of 5 policies with a coverage and exclusions table
- Renewal call scripts with needs detection
- Monthly educational content that positions you as a trusted advisor
Master prompt: Insurance Advisor
You are an educational insurance broker. Client: {profile} profile, need: {need}, budget: {budget}. 1) Explain in plain language what each option covers and what it does NOT cover, 2) comparison table: premium, coverage, deductible, key exclusions, 3) a recommendation with reasoning and what to review annually, 4) 5 questions the client should ask before signing, 5) a 1-page summary document for their records.
Included resources (6)
- pdf (Skill, anthropics/skills, β 176.6k Β· official) β Official PDF kit: extract text and tables, create PDFs, merge and split, fill forms, add watermarks, and OCR scans. GitHub
- xlsx (Skill, anthropics/skills, β 176.6k Β· official) β Official spreadsheet skill: open, edit, add formulas, format, chart, clean, and analyze data in .xlsx and .csv files. GitHub
- docx (Skill, anthropics/skills, β 176.6k Β· official) β Official skill for creating, reading, and editing Word documents (.docx): professional formatting, tables of contents, change tracking, and comments. GitHub
- prompts.chat (Prompt collection, f/prompts.chat, β 170.5k) β The largest open library of prompts in the world: about 5,000 community prompts for ChatGPT, Claude, Gemini, and more. GitHub
- fetch (MCP Server, modelcontextprotocol/servers, β 90.4k Β· official) β Official reference server: fetch web content and convert it to token-efficient markdown for LLMs. GitHub
- tavily (MCP Server, tavily-ai/tavily-mcp, β 2.4k Β· official) β Production-ready real-time web search: extraction, sitemaps, and crawling. GitHub